See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,345 | $96,305+98.7% | $80,569+137.5% | $139,434+37.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 30.35% | 1350.08%-1319.7pp | 935.43%-905.1pp | 372.94%-342.6pp |
| Employer contribution / active EE | $8,905 | $3,262+173.0% | $2,723+227.0% | $4,751+87.4% |
| Participant deferral / active EE | $39,054 | $5,232+646.5% | $4,447+778.1% | $6,710+482.0% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |